CONCORD WEALTH PARTNERS – Duke Energy Corporation Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$680,000
portfolio value
CONCORD WEALTH PARTNERS quarter portfolio value change:
-13.24%
quarter
Duke Energy Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.74% | -445 shares | -152K | $93.02 | 7.31K |
| Q2 2022 | share | Decrease | -5.47% | -449 shares | -84K | $107.21 | 7.75K |
| Q1 2022 | share | Increase | +2.56% | 205 shares | 77K | $111.66 | 8.20K |
| Q4 2021 | share | Increase | +104.97% | 4.09K shares | 458K | $104.79 | 8K |
| Q3 2021 | share | Decrease | -50.84% | -4.03K shares | -403K | $96.65 | 3.90K |
| Q2 2021 | share | Increase | +11.64% | 828 shares | 98K | $96.87 | 7.94K |
| Q1 2021 | share | Increase | +22.54% | 1.30K shares | 155K | $93.84 | 7.11K |
| Q4 2020 | share | Increase | 0.00% | 5.80K shares | 531K | $88.07 | 5.80K |